Position in GE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$701,491
+$160,626 QoQ
Shares Held
1,877
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,001
of 3,420 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ProVise Management Group, LLC holds $30,268,928 across 6 Aerospace & Defense names. GE ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
41,005 | $14,525,611 | |
| 2 | RTX |
RTX Corp
|
59,508 | $11,290,452 | |
| 3 | HII |
Huntington Ingalls Industries, Inc.
|
9,891 | $2,768,391 | |
| 4 | GE |
General Electric Co
This page
|
1,877 | $701,491 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,239 | $631,220 | |
| 6 | BA |
Boeing Co
|
1,625 | $351,763 |
All Filings in GE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,491 | 1,877 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $540,865 | 1,906 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $602,814 | 1,957 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $592,314 | 1,969 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $506,800 | 1,969 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $394,095 | 1,969 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $328,409 | 1,969 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $458,626 | 2,432 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $443,049 | 2,787 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $411,617 | 2,345 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $229,989 | 1,802 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $214,577 | 1,941 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $225,082 | 2,049 | Shares | Sole | 2023-08-24 | |
| 2022-03-31 | $238,357 | 2,605 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $232,023 | 2,252 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $232,440 | 17,269 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $226,702 | 17,266 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $175,435 | 16,244 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $111,199 | 17,849 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $138,061 | 20,214 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $160,896 | 20,264 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||